Latest Stock Portfolios of the World's Best Investors & Hedge Funds

Name AUM AUM
Growth
AUM
Growth %
Quarter Est. Return 3 Year Est. Return Holdings Portfolio Turnover
PI
3801
Pettee Investors
Connecticut
$157M -$1.02M -0.6% 119
SP
3802
SWS Partners
Ohio
$157M 120
VAM
3803
Velanne Asset Management
United Kingdom
$157M +$12.7M +9% 24
AIC
3804
Archer Investment Corporation
Indiana
$157M +$8.97M +6% 558
BCM
3805
Boltwood Capital Management
California
$157M +$3.52M +2% 129
DP
3806
Denver PWM
Colorado
$157M +$3.78M +2% 79
XSC
3807
X-Square Capital
Puerto Rico
$157M +$11M +8% 77
GCA
3808
GSI Capital Advisors
California
$157M -$23.8M -13% 28
RCIM
3809
Russell Clark Investment Management
United Kingdom
$157M -$134M -46% 55
HWA
3810
Heritage Way Advisors
Illinois
$157M +$7.4M +5% 63
MLFP
3811
MPS Loria Financial Planners
Illinois
$156M +$5.66M +4% 75
BP
3812
Broadleaf Partners
Ohio
$156M +$13M +9% 59
SAM
3813
Security Asset Management
New York
$156M +$4.53M +3% 86
RWM
3814
Rench Wealth Management
Texas
$156M +$3.26M +2% 54
EFIC
3815
Eliot Finkel Investment Counsel
California
$156M +$5.06M +3% 39
SRC
3816
Sage Rhino Capital
California
$156M +$4.5M +3% 139
FA
3817
Financial Advisors
Massachusetts
$156M +$9.39M +6% 61
AW
3818
Alpha Windward
Massachusetts
$156M +$5.87M +4% 482
JAM
3819
Jolley Asset Management
North Carolina
$156M +$17.6M +13% 63
CPA
3820
Clear Perspective Advisors
Illinois
$156M +$14.8M +11% 192
HIM
3821
Hotaling Investment Management
Pennsylvania
$156M +$7.81M +5% 124
SFC
3822
SYM Financial Corp
Indiana
$156M -$2.41M -2% 74
BCA
3823
Bay Colony Advisors
Massachusetts
$156M +$4.06M +3% 246
SG
3824
StoneX Group
New York
$156M +$24.3M +18% 254
SBLIC
3825
Security Benefit Life Insurance Company
Kansas
$156M -$9.93M -6% 8